Summary
Overview
Work History
Education
Skills
Timeline
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Surya Dhingra

ON

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

6
6
years of professional experience

Work History

Banking Advisor

Royal Bank Of Canada
Brampton, ON
11.2023 - Current
  • Reviewed credit applications for accuracy before submitting them for approval.
  • Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Analyzed customer's financial situations to determine the best options for meeting their needs.

Security Supervisor

Alpha Security Services
Kitchener, ON
01.2022 - 11.2023
  • Floated between security locations to check in with officers, assess security and make proactive adjustments based on changing conditions.
  • Created and rolled out budget for security department.
  • Recorded required data for incident reports and files.
  • Investigated incidents, wrote detailed reports, and made recommendations for improvements in the security program.
  • Interviewed and hired security personnel with strong skill sets and expertise.

Analyst

Better Mortgages
05.2020 - 09.2021
  • Checked documentation for appropriate coding, catching errors and making revisions.
  • Prepared and reviewed insurance-claim forms and related documents for completeness.
  • Documented decisions on each claim based on research findings and applicable benefit plans.
  • Utilized advanced software programs for mapping, data collection and report generation.
  • Considered important factors such as locations, market values and replacement costs when valuing properties.
  • Used strong research skills to improve understanding of local areas and properties.

Analyst

EY
09.2019 - 05.2020
  • Prepared weekly, monthly reports summarizing findings from conflict reviews, investigations.
  • Facilitated communication and collaboration among disputants using mediation methods.
  • Identified and documented conflicts of interests based on the results of research and analysis.

Assistant Manager

Axis Bank
09.2017 - 08.2019
  • Recorded debit, credit and account transactions in computer spreadsheets and databases.
  • Reviewed and processed incoming payments according to established guidelines.
  • Performed financial calculations for amounts due, interest charges and balances.
  • Investigated customer inquiries regarding payment status and account balances.

Education

Some College (No Degree) - Hospitality

Conestoga College Institute of Technology And Advanced Learning
Kitchener, ON

Some College (No Degree) - International Business

Conestoga College Institute of Technology And Advanced Learning
Kitchener, ON

Some College (No Degree) - Banking and Finance

Amity Business School

BBA - Commerce

HNBGU University

Skills

  • Customer Service
  • Attention to Detail
  • Multitasking and Organization
  • Real Estate Purchase Contracts
  • Project Management
  • Phone and Email Etiquette
  • Administrative Support
  • Conflict Management
  • Insurance Fraud Expertise
  • Claims Processing
  • Property Claims
  • Risk Assessment
  • Report Writing
  • Research
  • Calendar Management
  • Travel Coordination
  • Excel Proficiency
  • Data Interpretation
  • Client Relationship Development
  • Risk Mitigation
  • Financial Planning
  • Business Development
  • Due Diligence
  • Banking Regulations
  • Credit Decision Making
  • Financial Statement Review
  • Cash Flow Analysis

Timeline

Banking Advisor

Royal Bank Of Canada
11.2023 - Current

Security Supervisor

Alpha Security Services
01.2022 - 11.2023

Analyst

Better Mortgages
05.2020 - 09.2021

Analyst

EY
09.2019 - 05.2020

Assistant Manager

Axis Bank
09.2017 - 08.2019

Some College (No Degree) - Hospitality

Conestoga College Institute of Technology And Advanced Learning

Some College (No Degree) - International Business

Conestoga College Institute of Technology And Advanced Learning

Some College (No Degree) - Banking and Finance

Amity Business School

BBA - Commerce

HNBGU University
Surya Dhingra